What We Do

As a client, you deserve quality advice that is tailored to your specific needs and is delivered, implemented and monitored to ensure that the plan remains current, relevant and in line with the your goals. You should feel confident, secure and comfortable that your plans are delivering you towards your ultimate lifestyle goals.

The Pekada difference is that we work towards your goals because to us it’s both business and personal.

Why you need to work with us?

Pekada is there for you

Achieve Your Wealth Goals

We understand the importance of forward planning and how daunting that can be. Everyone’s story is different, because of this no two solutions are the same. Our financial planning services are tailored to your specific situation, finely tuned by one of our experienced financial planners.

Never Worry About Losing Your Income

You put in the hard yards to build an income for you and your family, now, protect it. We know how to set you up with income protection that will guarantee your situation isn’t affected by something that you have no control over. Put the safety net in place for your future.

Our People

Team Pekada is a group of highly-skilled, intuitive but most of all real people with a genuine interest in what you really want to do.

Kirsty Davie

Kirsty Davie

Daniel Reaper

Daniel Reaper

Jackie Pennicott

Jackie Pennicott

Contact us for a chat about your situation

Whatever your situation, we have the solution that will help you reach your wealth goals or protect it in the future.

Call 1300 PEKADA to get in touch.

Meet our clients

We work to understand the underlying reasons for your goals and objectives in order to craft strategic solutions, that don’t merely address situations like yours, rather they are designed specifically for your circumstances. Your success is our success.

Jim and Sarah had recently sold their business and wondered if they were in a position to stop working. Could they afford to cease working now and would there be tax and inheritance implications?

The business sale proceeds were reinvested into a portfolio and strategy to minimise tax implications – and provide for their future. The simplified management and reporting of their pensions and investments gave them greater confidence in their financial position

“I have recommended their services to many, and will continue to do so, with the utmost confidence.”

When I first met with Rhiannon I really wasn’t sure what I should be aiming for financially or really what I could achieve after buying my first home. However after meeting with Rhiannon, I immediately felt like my eyes had been opened to a raft of possibilities and I now feel really confident that I’m heading in the right direction financially. So in short, I can’t recommend Rhiannon highly enough and look forward to working with her in the future

“12 months on from our first meeting, I’ve been raving about Rhiannon to all my friends and colleagues ever since!”

You and your team opened our eyes to the world of investment and wealth creation, using easy to understand terms! We left our first meeting excited and eager to begin.

You didn’t just sign us up then forget all about us, you kept us up to date with what is happening within financial realms.

You’re ethical, honest and caring. We wouldn’t hesitate in recommending your business to anyone. We feel at ease knowing our financial future is being looked after

“We realised we had no financial plan for us or our children. We love working with Pekada.”

Jim and Sarah had recently sold their business and wondered if they were in a position to stop working. Could they afford to cease working now and would there be tax and inheritance implications?

The business sale proceeds were reinvested into a portfolio and strategy to minimise tax implications – and provide for their future. The simplified management and reporting of their pensions and investments gave them greater confidence in their financial position

“I have recommended their services to many, and will continue to do so, with the utmost confidence.”

The information provided on this website is general in nature and does not constitute advice. You need to consider with your financial situation and your particular needs prior to making any strategy or products decision. Pekada will endeavour to update the website as needed. However, information can change without notice and Pekada does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time Unless otherwise specified, copyright or information provided on this website is owned by Charter Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.